Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>1211 HK: BYD's battery subsidiary FinDreams signed a lithium iron phosphate battery production agreement with Borg Warner (+)</li>
<li>1810 HK: OPPO AI strategic press conference officially announced to be held on February 20, dubbed as 'Opening the era of AI phones for all' (-)</li>
<li>BEKE: Real Estate Industry: Existing home sales increased 70% yoy in CNY holiday(+)</li>
</ul>


1211 HK: BYD's battery subsidiary FinDreams signed a lithium iron phosphate battery production agreement with Borg Warner (+)
1810 HK: OPPO AI strategic press conference officially announced to be held on February 20, dubbed as 'Opening the era of AI phones for all' (-)
BEKE: Real Estate Industry: Existing home sales increased 70% yoy in CNY holiday(+)


[Blue Lotus Daily]: 1211 HK/300750 SZ/1810 HK/ATAT/HTHT/3690 HK/BEKE

<ul>
<li>300274 SZ: Sungrow preannounced full-year profit to exceed expectations (+)</li>
<li>LI/NIO/XPEV: Li Auto's deliveries rose in the third week of January, ranking first among new forces, but still lower than expected (-)</li>
<li>BEKE: Chongqing raised the levy standard of property tax (+)</li>
</ul>


300274 SZ: Sungrow preannounced full-year profit to exceed expectations (+)
LI/NIO/XPEV: Li Auto's deliveries rose in the third week of January, ranking first among new forces, but still lower than expected (-)
BEKE: Chongqing raised the levy standard of property tax (+)


[Blue Lotus Daily]: ATAT/HTHT/TCOM/300750CH/1211HK/835185CH/ 600516CH/LI/NIO/XPEV/BEKE/ZTO

<ul>
<li>TSLA/XPEV/NIO/LI/BIDU: Tesla FSD expected to launch in the Chinese market</li>
<li>1211.HK/600104.CH/601633.CH: Japanese auto makers cut prices in Thailand to fend off Chinese EV</li>
<li>XPEV/NIO/BIDU/BYD: BYD cut vehicle prices again to boost year-end sales</li>
</ul>


TSLA/XPEV/NIO/LI/BIDU: Tesla FSD expected to launch in the Chinese market
1211.HK/600104.CH/601633.CH: Japanese auto makers cut prices in Thailand to fend off Chinese EV
XPEV/NIO/BIDU/BYD: BYD cut vehicle prices again to boost year-end sales


[Blue Lotus Daily]: TSLA/XPEV/NIO/LI/BIDU/1211.HK/600104.CH/601633.CH/ATAT/BEKE

<ul>
<li>BEKE: New Home Sales still lukewarm in October and early November (/)</li>
<li>XPEV, LI, BYD, CATL: SK On and LGES cut staff amid US EV slowdowns, positive for Chinese EV &amp; battery</li>
<li>XPEV: Huawei AITO M5 rear-end accident took place on November 14 raises safety concerns(+)</li>
</ul>


BEKE: New Home Sales still lukewarm in October and early November (/)
XPEV, LI, BYD, CATL: SK On and LGES cut staff amid US EV slowdowns, positive for Chinese EV &amp; battery
XPEV: Huawei AITO M5 rear-end accident took place on November 14 raises safety concerns(+)


[Blue Lotus Daily]:  BEKE/XPEV/LI/BYD/CATL

<ul>
<li>ATAT: Atour Group launches new version of Atour 4.0, higher price with better return(+)</li>
<li>XPEV/NIO/LI:  Huawei Chery Luxeed announce specs and pricing, impacting mostly high end sedans (-)</li>
<li>981.HK/ 1347.HK/ ACMR: China lithography supplier planning A-share listing (+)</li>
</ul>


ATAT: Atour Group launches new version of Atour 4.0, higher price with better return(+)
XPEV/NIO/LI:  Huawei Chery Luxeed announce specs and pricing, impacting mostly high end sedans (-)
981.HK/ 1347.HK/ ACMR: China lithography supplier planning A-share listing (+)


[Blue Lotus Daily] Xiaomi 1810.HK/XPEV/NIO/LI/1211.HK/ATAT/BEKE/LKNCY/981.HK/1347.HK/ACMR

China

KE Holdings Inc. operates as an integrated online and offline platform for housing transactions and services. The Company offers existing and new home sales, home rentals, home renovation, real estate financial solutions, and other services. KE Holdings conducts businesses in China.

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KE Holdings (BEKE US)

[Blue Lotus Daily]: 1211 HK/300750 SZ/1810 HK/ATAT/HTHT/3690 HK/BEKE

BYD's battery subsidiary partners with Borg Warner for lithium iron phosphate battery production; OPPO to hold AI phone conference; existing home...

Blue Lotus Research Institute

[Blue Lotus Daily]: ATAT/HTHT/TCOM/300750CH/1211HK/835185CH/ 600516CH/LI/NIO/XPEV/BEKE/ZTO

Sungrow's full-year profit exceeds expectations; Li Auto's deliveries improve but fall short; Chongqing raises property tax levy standard.

Blue Lotus Research Institute

[Blue Lotus Daily]: TSLA/XPEV/NIO/LI/BIDU/1211.HK/600104.CH/601633.CH/ATAT/BEKE

Tesla is set to launch Full Self-Driving (FSD) in China, Japanese auto makers reduce prices in Thailand to compete with Chinese EVs, and BYD...

Blue Lotus Research Institute

[Blue Lotus Daily]: BEKE/XPEV/LI/BYD/CATL

New home sales remain tepid, while US EV slowdowns lead to staff cuts at SK On and LGES, potentially benefiting Chinese EV and battery companies....

Blue Lotus Research Institute

[Blue Lotus Daily] Xiaomi 1810.HK/XPEV/NIO/LI/1211.HK/ATAT/BEKE/LKNCY/981.HK/1347.HK/ACMR

Atour Group releases Atour 4.0 with improved features. Huawei Chery Luxeed's specs and pricing announcement affects high-end sedans negatively....

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]: 1211 HK/300750 SZ/1810 HK/ATAT/HTHT/3690 HK/BEKE

​BYD's battery subsidiary partners with Borg Warner for lithium iron phosphate battery production; OPPO to hold AI phone conference; existing home...

Blue Lotus Research Institute

[Blue Lotus Daily]: ATAT/HTHT/TCOM/300750CH/1211HK/835185CH/ 600516CH/LI/NIO/XPEV/BEKE/ZTO

​Sungrow's full-year profit exceeds expectations; Li Auto's deliveries improve but fall short; Chongqing raises property tax levy standard.

Blue Lotus Research Institute

[Blue Lotus Daily]: TSLA/XPEV/NIO/LI/BIDU/1211.HK/600104.CH/601633.CH/ATAT/BEKE

​Tesla is set to launch Full Self-Driving (FSD) in China, Japanese auto makers reduce prices in Thailand to compete with Chinese EVs, and BYD...

Blue Lotus Research Institute

[Blue Lotus Daily]: BEKE/XPEV/LI/BYD/CATL

​New home sales remain tepid, while US EV slowdowns lead to staff cuts at SK On and LGES, potentially benefiting Chinese EV and battery companies....

Blue Lotus Research Institute

[Blue Lotus Daily] Xiaomi 1810.HK/XPEV/NIO/LI/1211.HK/ATAT/BEKE/LKNCY/981.HK/1347.HK/ACMR

​Atour Group releases Atour 4.0 with improved features. Huawei Chery Luxeed's specs and pricing announcement affects high-end sedans negatively....

Blue Lotus Research Institute

BYD's battery subsidiary partners with Borg Warner for lithium iron phosphate battery production; OPPO to hold AI phone conference; existing home...

Sungrow's full-year profit exceeds expectations; Li Auto's deliveries improve but fall short; Chongqing raises property tax levy standard.

Tesla is set to launch Full Self-Driving (FSD) in China, Japanese auto makers reduce prices in Thailand to compete with Chinese EVs, and BYD...

New home sales remain tepid, while US EV slowdowns lead to staff cuts at SK On and LGES, potentially benefiting Chinese EV and battery companies....

Atour Group releases Atour 4.0 with improved features. Huawei Chery Luxeed's specs and pricing announcement affects high-end sedans negatively....